Associate-Vice President, Client Relations

Job Title and Location Associate‑Vice President, Client Relations – Global Client Relations – Philadelphia / New York Responsibilities Serve as the primary point of contact for assigned corporate and/or public institutional clients. Develop relationships with investment staff, treasurers, pension boards, and consultants. Understand client investment objectives, governance structures, and policy constraints. In concert with sales, create and execute client‑specific relationship plans to drive net new flows and revenue growth. Deliver high‑touch service across the client lifecycle (onboarding, ongoing support, issue resolution). Lead/assist with meeting preparation and follow‑ups; ensure consistent and proactive communication regarding market developments and firm updates. Lead/oversee deliverables such as due diligence questionnaires (DDQs) and ad‑hoc client requests. Liaise with internal teams (Client Reporting/Performance, RFP, Marketing, Compliance, Investments, Billing, Operations, and Legal) to meet client account maintenance and reporting needs. Partner with sales and product specialists; participate in team projects to enhance internal client service procedures and streamline information flow. Maintain accurate reporting of pipeline, flows, and engagement activity via CRM tools (SalesForce). Monitor industry trends across institutional client channels. Qualifications and Requirements Bachelor’s degree required. FINRA licenses (Series 7 and 63/65 or 66). Associate level: 3–6 years in investment management, institutional client service, or financial services. Vice‑President level: 6–8 years in institutional relationship management, asset management, or investment consulting. Skills and Competencies Solid understanding of institutional investment products and solutions across asset classes. Strong knowledge of the pension landscape. Excellent communication, presentation, negotiation, and relationship‑building skills. Team player with flexibility to adapt. Strategic mindset with strong commercial acumen. Ability to meet tight deadlines and juggle multiple deliverables simultaneously. Ability to organize information and data in a presentable manner, viewing the information through the recipient’s eyes. Strong proficiency in MS Office (especially PowerPoint and Excel) and experience producing high‑quality presentations and reports; knowledge of Salesforce a plus. Location and Travel Location: Philadelphia, PA with periodic presence in satellite offices in New York and New Jersey. Expect 10–30% travel for client meetings and/or team support. Salary Range $128,000–$210,000 annually plus bonus and benefits. The above represents the expected salary range for this job requisition; final pay will be based on location, experience, and other factors. EEO Statement PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons, and maintaining an environment free from all forms of harassment and discrimination. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to protected characteristics as defined by applicable law. #J-18808-Ljbffr PineBridge Investments